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Private Ocean’s America Movil AMX Stock Holding History

Private Ocean’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,419
Closed -$26.5K – 621
2024
Q1 		$26.5K Buy
+1,419
New +$26.1K ﹤0.01% 294
2023
Q4 		– Sell
-1,419
Closed -$24.6K – 516
2023
Q3 		$24.6K Hold
1,419
– – ﹤0.01% 293
2023
Q2 		$30.7K Hold
1,419
– – ﹤0.01% 304
2023
Q1 		$29.9K Sell
1,419
-1
-0.1% -$21 ﹤0.01% 287
2022
Q4 		$25.8K Buy
1,420
+1
+0.1% +$18 ﹤0.01% 295
2022
Q3 		$23K Hold
1,419
– – ﹤0.01% 292
2022
Q2 		$28K Hold
1,419
– – ﹤0.01% 266
2022
Q1 		$30K Hold
1,419
– – ﹤0.01% 301
2021
Q4 		$30K Buy
+1,419
New +$26.1K ﹤0.01% 325

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Ocean's AMX Position: Q2 2024 in Review

Private Ocean sold out of America Movil (AMX) in Q2 2024, closing a stake of 1,419 shares — an estimated $26.5K sold.

Private Ocean first reported a position in AMX in Q4 2021 and held it in 9 quarters. The position peaked at $30.7K in Q2 2023. 292 funds tracked by Wall St. Rank hold AMX as of Q2 2024.

  • Private Ocean reported no remaining America Movil position as of Q2 2024 after selling out during the quarter.
  • Private Ocean sold 1,419 America Movil shares in Q2 2024, an estimated $26.5K.
  • Private Ocean first reported a position in America Movil in Q4 2021 and held it in 9 quarters.
  • Private Ocean's America Movil position peaked at $30.7K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held America Movil as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.